Intelligence and Data to Unlock
Digital technology is of growing importance for global banks of all sizes seeking to increase productivity and keep up with innovation.
The partnership between Refinitiv and Squirro leverages the power of today’s CRM platforms to deliver financial services firms with a complete, current overview of each client, making it easier to boost engagement, close deals, and improve strategic planning.
Squirro’s artificial intelligence technology and Refinitiv’s data combine
to form a powerful gateway to customer intelligence, which leads to higher productivity, improved client interactions and increased revenue.
Increasing productivity by providing one view of the customer: co-mingle internal and external content
Using AI-driven tools and predictive analytics to facilitate deal idea generation and cross-selling
Providing resonating talking points as the basis for each client interaction, allowing a proactive approach to customer engagement
Overview of the joint offering
Squirro Augmented Intelligence Platform:
On-Premise/Cloud – Multi-Instance – Security – Administration